LONAX Mutual Fund

NAV$16.96
Showing 10 of 962 holdings(as of Feb 28, 2026)Top 10 Weight: 2.44%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1EVRGEvergy Inc.0.27%3,396$284.1K-UtilitiesElectric Utilities
2DUKDuke Energy Corp0.26%2,101$274.9K-UtilitiesElectric Utilities
3IDAIdacorp Inc0.26%1,949$280.6KProProPro
4LNTAlliant Energy Corp0.24%3,522$254.8KProProPro
5AFLAflac Corp.0.24%2,302$260.0KProProPro
6FEFirstenergy Corp.0.24%4,979$254.7KProProPro
7WECWec Energy0.24%2,177$254.6KProProPro
8OGEOge Energy Corp.0.23%4,913$241.4KProProPro
9AEEAmeren Corporation Utilities0.23%2,147$243.2KProProPro
10DTEG.N:BEDeutsche Telekom Ag0.23%1,666$247.0KProProPro
See the other 952 holdings of LONAX
Every position with sector, industry and share changes, as reported Feb 28, 2026.
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Top Holdings Themes

Energy SecurityEnergy TransitionInfrastructureClean EnergyClimate SolutionsInsurTechHealth InsuranceUrbanization

LONAX Mutual Fund Top Holdings

LONAX holdings top 10 positions. The top 10 holdings account for 2.4% of the fund, led by Evergy Inc. at 0.3%, Duke Energy Corp at 0.3%, Idacorp Inc at 0.3%.

LONAX portfolio concentration is well-diversified, with the top 10 representing 2.4% of total assets. The largest sector exposure is Financials at 22.6%.

LONAX sector allocation provides a detailed breakdown. LONAX overlap tool shows how holdings compare to other funds in your portfolio.